# Cambridge Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cambridge-management-inc-401k-plan

> Cambridge Management, INC.'s 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cambridge Management, INC.

- **Sponsor EIN:** 911378358

- **Sponsor Address:** 1916 64TH AVE W, TACOMA, WA, 98466

- **Plan Type:** 401(k)

- **Total Participants:** 239

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|239|$5.9M|$430,522|$602,120|

| 2023|252|$5.0M|$409,346|$593,024|

| 2022|253|$4.4M|$439,218|$653,167|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SHANNON & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SHANNON & ASSOCIATES, LLP](https://planprovider.pro/provider/shannon-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$64,368|$20,220|$44,148|—|—|

| 2023|$68,676|$20,314|$48,362|—|—|

| 2022|$84,300|—|$84,300|—|—|

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